Infinity Wealth Counsel, LLC
Q3 2025 13F Holdings
- Locationloveland, OH
- Num holdings
64
- Value ($000)
$103,178
- Date Filed10/07/2025
- Form type13F-HR
- CIK0002066524
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $7.31 M | 7 % | 15,239 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.21 M | 5 % | 7,782 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $5.20 M | 5 % | 24,089 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $5.05 M | 5 % | 16,394 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $4.05 M | 4 % | 28,710 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $3.72 M | 4 % | 47,187 | ||
BSCS INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 | $3.56 M | 3 % | 172,884 | ||
BSCR INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | $3.47 M | 3 % | 176,155 | ||
BSCT INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 | $3.41 M | 3 % | 181,054 | ||
BSCQ INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | $3.35 M | 3 % | 171,299 |
Rows Per Page
10
- 10
- 50
- 100